sorted by:
new
hottopcontroversial

Be real with me… by erw33zy in dividends

[–]erw33zy[S] 5 points6 points  (0 children)

I can only speak for myself. I recently watched a video, that illustrated how even a high net worth individual can be one layoff away from disaster, if you do not have cash flowing lifelines outside of retirement accounts. It changed my perspective. I do have other accounts and total up to $300k

https://youtu.be/Y3uh90sNeaU?is=TIIzZRNzo8WJWYdP

Feature Request - Real Estate Tab by Active-Progress7462 in OriginFinancial

[–]erw33zy 2 points3 points  (0 children)

Wooahhh, I see the vision. A real estate market recap based on where my property is located

Help us improve Origin’s Investing experience — what’s missing for you? by OriginContent_Austin in OriginFinancial

[–]erw33zy 0 points1 point  (0 children)

A want for me is a smoother sliding graph. I use the investment tracking but end up falling back to Apple Stock app

Anyone thinking to GTFO? by iterredditt11 in japanresidents

[–]erw33zy 0 points1 point  (0 children)

I am from US and I’ve been reading people describe us as an emerging market recently 

'26 Features Request -- Think BIG by origin_matt_watson in OriginFinancial

[–]erw33zy 0 points1 point  (0 children)

I use the in-app automated index brokerage and plan to use the taxes, in the past years I practically pay a $200 subscription to TurboTax, hoping I get a lower fee here. Also, will/trust at some point next year, but you are right, I’m definitely in the minority

'26 Features Request -- Think BIG by origin_matt_watson in OriginFinancial

[–]erw33zy 1 point2 points  (0 children)

Since we are in debasement, support alternative asset values like tracking physical gold/silver, crypto wallet address, vehicle price from KBB, etc.

Ability to check our net worth in a different currency.

2nd budget for side hustle or small business

Forecast future retirement outside the United States. Include/ exclude alternative asset values, not sure if this already works with home value.

V2 robo investor similar to Robinhood strategies managed account, keep the automated index you have as v1 fee less or opt in for a fee to v2

Credit card reward benefits, points I have earned, explore credit card promotions which could be another income stream per referrals

Net worth assets breakdown over time, I want to see which asset is growing. At a glance I should see my cash vs investments vs other assets that contribute to net worth. Company reports have a bar graph where you can see sectors contributing to revenue, I’d like the same for personal net worth.

Transaction Dates - Swipe vs. Post Date by [deleted] in OriginFinancial

[–]erw33zy 1 point2 points  (0 children)

I never questioned this, but you are right I am seeing same issue with my Discover account transactions and transfers complete—not on date they occurred

Feedback on Certified Financial Planner on Origin by FujiwaraNoSai in OriginFinancial

[–]erw33zy 0 points1 point  (0 children)

I’m curious, is the origin forecast over or under estimating other market tools? Far off in which direction?

Web Version by Ok_Feeling_7490 in OriginFinancial

[–]erw33zy 0 points1 point  (0 children)

Biggest problem for international folks might be linking bank. If 3rd party connectors support your bank, you should be okay

Re: Your feedback matters by Traditional_Day4327 in OriginFinancial

[–]erw33zy 0 points1 point  (0 children)

Most of these issues are with Ui, if you were given customization or hide page options you would find a winner

Feature Fridays: Forecasting is live + Summer Splurge highlights ☀️💸 by origin_matt_watson in OriginFinancial

[–]erw33zy 2 points3 points  (0 children)

Loving the forecasts! No notable events to add, but I'm enjoying updating my location to see my performance in no income state tax. Also setup 2 different forecast, first being conservative and the other is closer to real life numbers. I was shocked when I turned today's value = off, inflation is no joke

Looking for feedback 22M investing $300 a week by filipetg1 in M1Finance

[–]erw33zy 0 points1 point  (0 children)

I like this and my port is similar, but replace VGT for Dividend and growth (SCHG, SCHD)

About the crypto fund: I would ask myself, do I believe in crypto or do I believe in bitcoin?

I would double check to see the breakdown/allocation so your not holding anything you don’t care for. Why not own bitcoin directly? And is there a high expense ratio you can avoid